American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is AGZ and the CUSIP is 464288166. A total of 140 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$159,444
-10.2%
1,497
-7.3%
0.01%0.0%
Q2 2022$177,618
-2.0%
1,6150.0%0.01%
+16.7%
Q1 2022$181,310
-4.1%
1,615
+0.1%
0.01%0.0%
Q4 2021$189,143
+325.3%
1,614
+330.4%
0.01%
+200.0%
Q3 2021$44,474
-2.2%
375
-2.3%
0.00%0.0%
Q2 2021$45,469
+46.3%
384
+45.5%
0.00%
+100.0%
Q1 2021$31,081
-85.9%
264
-85.7%
0.00%
-90.9%
Q4 2020$220,450
-1.3%
1,8440.0%0.01%
-15.4%
Q3 2020$223,272
-6.4%
1,844
-6.3%
0.01%
-18.8%
Q2 2020$238,446
+19.5%
1,969
+19.0%
0.02%
-5.9%
Q1 2020$199,527
+702.9%
1,655
+669.8%
0.02%
+750.0%
Q4 2019$24,850
+2.3%
215
+3.4%
0.00%0.0%
Q3 2019$24,282
+329.0%
208
+324.5%
0.00%
Q2 2019$5,660
+2.0%
490.0%0.00%
-100.0%
Q1 2019$5,549
+1.6%
490.0%0.00%0.0%
Q4 2018$5,460
+22.2%
49
+22.5%
0.00%0.0%
Q3 2018$4,468
-0.1%
400.0%0.00%0.0%
Q2 2018$4,472
-0.2%
400.0%0.00%0.0%
Q1 2018$4,482
-0.9%
400.0%0.00%0.0%
Q4 2017$4,524400.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Capstone Triton Financial Group, LLC 32,959$3,630,0002.74%
Bridge Advisory, LLC 46,947$5,160,0002.49%
Beaumont Capital Management, LLC 24,552$2,700,0002.23%
RKL Wealth Management LLC 96,076$10,566,0001.45%
Measured Wealth Private Client Group, LLC 27,880$3,066,0001.35%
SIGNET FINANCIAL MANAGEMENT, LLC 59,960$6,594,0001.26%
Renasant Bank 13,766$1,514,0001.24%
TriaGen Wealth Management LLC 11,418$1,256,0000.89%
BTS Asset Management, Inc. 3,036$334,0000.75%
WBI INVESTMENTS, LLC 26,662$2,904,0000.63%
View complete list of ISHARES TR shareholders